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Allworth Financial’s UFP Industries UFPI Stock Holding History

Allworth Financial’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4K Sell
148
-115
-44% -$10K ﹤0.01% 3513
2026
Q1 		$24.2K Buy
263
+43
+20% +$4.35K ﹤0.01% 2851
2025
Q4 		$20K Sell
220
-11
-5% -$1.01K ﹤0.01% 2832
2025
Q3 		$21.6K Buy
231
+50
+28% +$5.05K ﹤0.01% 2661
2025
Q2 		$18K Sell
181
-27
-13% -$2.73K ﹤0.01% 2590
2025
Q1 		$22.5K Buy
208
+69
+50% +$7.7K ﹤0.01% 2011
2024
Q4 		$16.4K Buy
139
+7
+5% +$902 ﹤0.01% 2216
2024
Q3 		$17.3K Sell
132
-3
-2% -$362 ﹤0.01% 2004
2024
Q2 		$16.3K Buy
135
+43
+47% +$5K ﹤0.01% 2003
2024
Q1 		$11.3K Hold
92
– – ﹤0.01% 2052
2023
Q4 		$11.6K Buy
92
+24
+35% +$2.59K ﹤0.01% 1926
2023
Q3 		$6.96K Buy
68
+31
+84% +$3.13K ﹤0.01% 1974
2023
Q2 		$3.59K Hold
37
– – ﹤0.01% 2242
2023
Q1 		$2.94K Hold
37
– – ﹤0.01% 2245
2022
Q4 		$2.93K Sell
37
-2
-5% -$153 ﹤0.01% 2093
2022
Q3 		$3K Buy
+39
New +$3.1K ﹤0.01% 2070
2022
Q2 		– Sell
-129
Closed -$10K – 2828
2022
Q1 		$10K Buy
129
+125
+3,125% +$10.4K ﹤0.01% 1495
2021
Q4 		$0 Buy
+4
New +$336 ﹤0.01% 2128

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allworth Financial's UFPI Position: Q2 2026 in Review

Allworth Financial reduced its UFP Industries (UFPI) stake by 44% in Q2 2026, selling an estimated $10K and leaving 148 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3513.

Allworth Financial first reported a position in UFPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.2K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Allworth Financial held 148 shares of UFP Industries worth $13.4K as of Q2 2026.
  • Allworth Financial sold 115 UFP Industries shares in Q2 2026, an estimated $10K.
  • UFP Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3513 holding.
  • Allworth Financial first reported a position in UFP Industries in Q4 2021 and has held it in 18 quarters since.
  • Allworth Financial's UFP Industries position peaked at $24.2K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.